Episode Details

What if I had a Substackcast? Waitaminute, Steve, if you don’t want to read your own stuff, why would others?

Should’ve bought Microsoft!

Chinese banks a hustling!

I have a problem! Workouts in but my account is less than 50 RMB! Can’t scan in! What should I do?

How are my Chinese language lessons going?

Tim Cook steps down, John Ternus steps in. Twenty five years at the company?! Did I miss something by leaving my old company? Companies?! Or, did I gain something by doing something else?!

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Hope you have a good Tuesday!!

00:00 Cold Open Teasers

00:29 Beijing Podcast Setup

01:26 Substack Writing Workflow

04:10 Substack Versus Social

05:38 China Business Niche

07:17 Niche Or Newspaper

09:29 Podcasting History

11:47 Mini Series Commitment

13:44 Should Have Bought Microsoft

15:50 Penny Stocks Reality Check

17:32 Chinese Banks Rally

19:12 Order Flow Conspiracy

21:47 Trading Skin in Game

22:00 Chinese Market Data Access

22:44 Foreigners in Mainland Markets

23:48 Gym Account Top Up Trap

25:21 Morning Routine Deep Work

26:53 Language Study Tradeoffs

28:29 HSK5 Progress Check

30:21 Delta vs Masters Debate

31:34 Apple CEO Transition Talk

34:49 Legacy and Career Regrets

38:23 Wrap Up and Links